In MagManager, the main clients screen is accessed by clicking on Clients on the top navigation bar. From here, you can search your clients, create bespoke lists and produce filtered lists to download.
1. Searching and filtering
Primary contacts
By default, when you open the Client screen, you will see all your contacts. To see only your primary contacts, toggle the ‘Primary Contacts Only’ switch, top-right of the screen.
You can use the Search box to search for many details (but not limited to) company name, contact name, email, phone number, section or flags. You can use the funnels to search by Company Flags & Person Flags. For category search click the magnifying glass in the Section header.
NOTE: The search box on the Clients screen is more powerful than the quick client search box found on the top navigation bar of the other screens.
TIP: To find all the clients assigned to one of your users, enter the user's name in the search box.
If you have a Dymo address label printer set up, you can also print a batch of Dymo labels. Filter the clients you want, and then click on the print icon, top right of the screen, and select the address label icon.
Category search
Access by clicking on the magnifying glass in the Section header.
Last booking
Search based on the last publication the client was booked into.
Search Box
Type any text that you want to search in the search box.
2. Using flags in searches
You can find out more on Company flags and Person flags here.
You can use flags to search for clients on the Clients screen, the Bookings screen and the Invoicing screen. You can also use flags when creating a mailshot.
At the top of the flags column on the Clients screen is a filter icon (which looks like a funnel). Clicking on this allows you to search for clients with any of the flags you have set up.
Clicking on a flag in the top row (“IS”) will give you a list of all your clients with that flag. Clicking on a flag on the second row (“NOT”) will give you a list of clients who do not have that flag.
For example, if you choose the flag “events” on the top row, and “bad payer” on the second row, it will return a list of clients who have the “events” flag but do not have the “bad payer” flag.
Using flags for an advanced logical search
You can access an even more powerful logical search with the AND/OR toggle. If you want to use this, you first need to enable it by going to Settings > System Defaults and switching on “Show AND/OR toggle”.
You will now see the word “OR” included in the flag search, and when you click on this, it will toggle to “AND”.
Suppose for example we are searching for clients with 2 flags. When we click this flag, we get a long list. Some clients with the first flag, some clients with the second flag and some clients with both flags.
If we click 'OR' so that it toggles to 'AND'. This time if the same flags are selected, we will only see clients that have both flags, which is a much shorter list.
3. Downloading reports from the client screen
You can download reports (in .pdf, excel or .csv format) from the client screen by clicking on the print icon that appears at the very top-right of the screen. This downloads the filtered list you have produced with the clients you want.
When a Dymo label printer is connected, address labels can be printed by selecting the Dymo Labels option.
4. How clients are categorised - all, active, prospects & inactive
You can find out more on ‘How clients are categorised - all, active, prospects & Inactive’ here
To see only Active clients, click on the ‘Active’ tab.
5. Creating client lists
You can find out more on How to create a client list here.
6. Agencies
If you have Agencies switched on in System Defaults you'll see an Agencies Tab.
You can find more information on How to switch on agencies here.
